WealthShield Partners’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

WealthShield Partners’s Portfolio FDRR Stock Details FDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,206	Closed	-$189K	–	454
2026 Q1	$189K	Hold	3,206	–	–	0.02%	355
2025 Q4	$196K	Hold	3,206	–	–	0.02%	349
2025 Q3	$188K	Hold	3,206	–	–	0.02%	348
2025 Q2	$174K	Hold	3,206	–	–	0.02%	338
2025 Q1	$160K	Hold	3,206	–	–	0.02%	337
2024 Q4	$165K	Hold	3,206	–	–	0.02%	300
2024 Q3	$165K	Hold	3,206	–	–	0.02%	311
2024 Q2	$155K	Hold	3,206	–	–	0.02%	294
2024 Q1	$149K	Hold	3,206	–	–	0.02%	292
2023 Q4	$141K	Hold	3,206	–	–	0.02%	297
2023 Q3	$128K	Hold	3,206	–	–	0.02%	320
2023 Q2	$134K	Hold	3,206	–	–	0.02%	313
2023 Q1	$130K	Buy	+3,206	New	+$130K	0.02%	311

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Charter Capital Management Brookfield, Wisconsin $226M AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthShield Partners's FDRR Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2026, closing a stake of 3,206 shares — an estimated $189K sold.

WealthShield Partners first reported a position in FDRR in Q1 2023 and held it in 13 quarters. The position peaked at $196K in Q4 2025. 114 funds tracked by Wall St. Rank hold FDRR as of Q2 2026.

WealthShield Partners reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 3,206 Fidelity Dividend ETF for Rising Rates shares in Q2 2026, an estimated $189K.
WealthShield Partners first reported a position in Fidelity Dividend ETF for Rising Rates in Q1 2023 and held it in 13 quarters.
WealthShield Partners's Fidelity Dividend ETF for Rising Rates position peaked at $196K in Q4 2025.
114 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.